Topic Archives: Petrobank

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  • Travis Johnson, Stock Gumshoe

    Haven’t looked at the details yet, it’s a cash and stock deal, but conceptually I like the idea of these two merging...

  • Travis Johnson, Stock Gumshoe

    Big news with Teladoc today announcing that they have agreed to acquire Livongo, in an almost marriage of equals that co...

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    I bought TDOC thanks to your analysis (thanks) and my assumption that it will be a "technology play" (with technology a...

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    Off topic, but... Can you see yourself ever revisiting $TDOC, maybe with their after-hours drop today? I’ve only been...

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    EDIT: Meant to post my question about $TDOC on the most recent article, moved it over to there just now....

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    My 2 cents about trade updates... I surely wanted to hear about TDOC. The nibbles could have waited until Friday. I have...

  • Travis Johnson, Stock Gumshoe

    Good points. For a network effect company like this, it also depends on who gets the best scale first -- the sticky rel...

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    "Winner takes most" is generally reserved for technology leaders. TDOC is more like Amazon - it brings a new "modus oper...

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    $TDOC That's the tough medicine I've been waiting for, and needed to hear....

  • Travis Johnson, Stock Gumshoe

    Teladoc hit my stop level and I sold out today -- I still think TDOC has a good chance of being the "winner take most" l...

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    Thanks for another great Friday File, and especially for sharing your feelings on the latest with $TDOC. Added 1 share o...

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    Hi Travis, did you have a chance to check out $TDOC earnings report yet? Thanks for your thoughts, and have a great w...

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    @Travis, Thanks for the clarification. It may be a little too early to bargain shop, but was looking into companies with...

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    A newsletter-related note on TDOC - it was one of Michael Robinson's additions to his Nova X portfolio in this month's ...

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